CALL US: (617) 472-5151
  • Home
  • About Us
  • Our Services
  • News & Events
  • Resources
    • Advisors
    • Blog
  • Contact Us
  • Enroll in News Alerts
  • Newsletters
  • Enroll in Seminar & Event News
  • News Archive

Events & Presentations

    There are no upcoming events at this time.
    View All Events


Cody, Cody & McCarthy in the News

Click here to be notified of future News
News Archive

Newsletters & Publications

Cody, Cody & McCarthy publishes a quarterly newsletter as a resource to help keep our clients informed of new trends in planning and to alert them to changes in the law that might affect their planning.

Feel free to download the articles below* and sign up here to receive updates.



Client Newsletters

Archive

Client Focused Newsletter

  • Protecting Your Significant Other's Future
  • Protect Your Family from Lawsuits with a Domestic Asset Protection Trust
  • Strike While the Rates Are Low: Low Interest Rate Planning Strategies for Passing on Your Wealth
  • Preparing Your Beneficiaries to Receive Their Inheritance
  • Correction to June 2020 Newsletter
  • Retirement Account Basics for 2020
  • Estate Planning as a Powerful Exercise in Optimism
  • Financial Literacy Month: Are All of Your Financial Ducks in a Row?
  • Celebrate Single Parent Day: Take Steps to Provide for Your Kids' Future
  • No Clawbacks Allowed: What Does This Mean for You and How to Take Advantage of This Gift
  • View All

Archive

Advisor Focused Newsletter

  • Helping Couples Plan for Their Future
  • Protect Your Clients from Lawsuits with a Domestic Asset Protection Trust
  • Low Interest Rate Strategies You Should Be Discussing with Your Clients
  • Christmas in July: Gifting During Uncertain Times
  • Correction to June 2020 Newsletter
  • Time to Review Clients' Retirement Accounts
  • Helping Clients Create Positivity with Their Estate Plan
  • Family Offices: Clients Want Their Own Wealth Team
  • Helping Single Parents Protect Who They Love Most
  • How to Help Clients Make the Most of the Treasury’s Anti-Clawback Regulations
  • View All

*Adobe PDF software is required to view these newsletters. Please click here for a free download of the most current version of the software.



COPYRIGHT 2021 Cody, Cody & McCarthy, LLC All Rights Reserved. Attorney Advertising.

This website is intended to provide legal information only. Legal information is not legal advice and you should consult with qualified legal counsel prior to implementing any estate planning. The transmission or receipt of information to or from this Website is not intended to create, and does not create or constitute, an attorney-client relationship. No portion of this site may be reproduced or used in any manner other than for the private information of the site reader without the express written consent of Cody, Cody & McCarthy, LLC. To maintain the privacy of the clients who provided testimonials for this site, their names have been changed or abbreviated. Please note that testimonials do not warrant, guarantee or predict your particular results.